CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,779 Value ($000) $2,165 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 68,999 Value ($000) $32,923 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 71,939 Value ($000) $27,928 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 54,855 Value ($000) $18,091 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 55,505 Value ($000) $20,139 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 113,044 Value ($000) $41,763 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 108,265 Value ($000) $36,102 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 48,131 Value ($000) $17,637 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 58,682 Value ($000) $17,350 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 60,229 Value ($000) $16,443 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 61,621 Value ($000) $15,162 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 61,841 Value ($000) $14 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 65,749 Value ($000) $16 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 70,885 Value ($000) $11,631 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 56,662 Value ($000) $10,129 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 74,373 Value ($000) $16,572 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 70,128 Value ($000) $12,765 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 76,274 Value ($000) $14,642 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 47,221 Value ($000) $10,277 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 47,671 Value ($000) $11,053 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 70,127 Value ($000) $12,765 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 55,414 Value ($000) $8,265 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 55,934 Value ($000) $7,075 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 55,708 Value ($000) $6,464 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 61,307 Value ($000) $9,054 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 62,151 Value ($000) $7,850 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 63,307 Value ($000) $8,628 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 63,762 Value ($000) $8,639 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 59,672 Value ($000) $7,583 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 1,849 Value ($000) $282 Avg Close $120.51 Range $110.40 - $134.53
Q4 2016
Shares 4,300 Value ($000) $399 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 5,926 Value ($000) $526 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 5,926 Value ($000) $449 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 6,089 Value ($000) $466 Avg Close $53.06 Range $44.66 - $61.22